Jayshree Ullal Sells 13,809 Shares of Arista Networks (NYSE:ANET) Stock

Arista Networks, Inc. (NYSE:ANET) CEO Jayshree Ullal sold 13,809 shares of the firm’s stock in a transaction that occurred on Tuesday, August 25th. The stock was sold at an average price of $191.79, for a total transaction of $2,648,428.11. Following the sale, the chief executive officer owned 9,917 shares of the company’s stock, valued at $1,901,981.43. The trade was a 58.20% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Jayshree Ullal also recently made the following trade(s):

• On Wednesday, August 12th, Jayshree Ullal sold 573,509 shares of Arista Networks stock. The stock was sold at an average price of $208.13, for a total transaction of $119,364,428.17.
• On Wednesday, August 5th, Jayshree Ullal sold 331,434 shares of Arista Networks stock. The shares were sold at an average price of $201.22, for a total value of $66,691,149.48.
• On Wednesday, August 5th, Jayshree Ullal sold 1,032 shares of Arista Networks stock. The shares were sold at an average price of $201.24, for a total value of $207,679.68.
• On Wednesday, August 5th, Jayshree Ullal sold 767,029 shares of Arista Networks stock. The stock was sold at an average price of $201.22, for a total value of $154,341,575.38.
• On Friday, July 10th, Jayshree Ullal sold 234,578 shares of Arista Networks stock. The stock was sold at an average price of $187.18, for a total value of $43,908,310.04.
• On Thursday, July 9th, Jayshree Ullal sold 242,422 shares of Arista Networks stock. The stock was sold at an average price of $188.17, for a total value of $45,616,547.74.

Arista Networks Stock Down 2.7%

Shares of NYSE ANET opened at $195.59 on Friday. Arista Networks, Inc. has a 12 month low of $114.52 and a 12 month high of $214.89. The company has a market cap of $246.68 billion, a price-to-earnings ratio of 61.70, a P/E/G ratio of 2.08 and a beta of 1.60. The business has a fifty day simple moving average of $180.28 and a 200-day simple moving average of $158.40.

Arista Networks (NYSE:ANET) last issued its quarterly earnings results on Tuesday, August 4th. The technology company reported $1.02 earnings per share for the quarter, topping analysts’ consensus estimates of $0.89 by $0.13. The firm had revenue of $3.04 billion for the quarter, compared to analysts’ expectations of $2.83 billion. Arista Networks had a return on equity of 30.65% and a net margin of 38.37%.Arista Networks’s revenue was up 37.7% on a year-over-year basis. During the same quarter last year, the business posted $0.73 EPS. Arista Networks has set its Q3 2026 guidance at 1.060-1.080 EPS. As a group, sell-side analysts expect that Arista Networks, Inc. will post 3.7 EPS for the current fiscal year.

Arista Networks News Summary

Here are the key news stories impacting Arista Networks this week:

• Positive Sentiment: Arista Networks continues to benefit from growing AI data-center investment. Demand for high-speed, scalable networking equipment from cloud providers and enterprises supports the company’s long-term growth outlook. 3 Stocks That Are No-Brainer Buys in the Second Half of 2026
• Positive Sentiment: Wall Street’s consensus remains bullish, with an average “Buy” recommendation and several analysts recently raising price targets, including targets of $240, $250 and $280. However, brokerage ratings can be optimistic and may already reflect substantial AI-related growth expectations. Is It Worth Investing in Arista Networks Based on Wall Street’s Bullish Views?
• Neutral Sentiment: Arista’s latest results were strong: quarterly revenue rose 37.7% year over year to $3.04 billion, exceeding expectations, while EPS of $1.02 topped the $0.89 consensus. Third-quarter EPS guidance of $1.06–$1.08 provides continued support, but investors are focused on whether growth can meet the high valuation.
• Negative Sentiment: Component availability is becoming a key investment risk. A potential earnings-multiple contraction over the next two years depends less on customer demand than on whether Arista can obtain the parts needed to fulfill AI-networking orders on time. Delays could pressure revenue timing and margins. Arista’s Price Assumes the Parts Arrive on Time
• Negative Sentiment: CEO Jayshree Ullal sold 13,809 shares for approximately $2.65 million, reducing her direct ownership by 58.2%. The sale was executed under a pre-arranged Rule 10b5-1 plan, making it a weaker bearish signal, but it may still contribute to profit-taking concerns. SEC insider sale filing
• Negative Sentiment: Political resistance to new AI data centers could delay or restrict projects, potentially slowing infrastructure spending by Arista’s major cloud customers. Arista Networks Faces New Political Risk

Institutional Trading of Arista Networks

Institutional investors have recently made changes to their positions in the stock. Lighthouse Financial Services Inc. ADV acquired a new position in shares of Arista Networks in the fourth quarter worth $1,549,000. Bensler LLC acquired a new stake in Arista Networks during the fourth quarter valued at $6,350,000. QRG Capital Management Inc. grew its stake in Arista Networks by 6.4% in the fourth quarter. QRG Capital Management Inc. now owns 169,613 shares of the technology company’s stock valued at $22,224,000 after purchasing an additional 10,217 shares in the last quarter. Jefferies Financial Group Inc. grew its stake in Arista Networks by 59.8% in the fourth quarter. Jefferies Financial Group Inc. now owns 17,621 shares of the technology company’s stock valued at $2,309,000 after purchasing an additional 6,591 shares in the last quarter. Finally, Reaves W H & Co. Inc. purchased a new position in Arista Networks in the fourth quarter valued at about $3,058,000. 82.47% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

ANET has been the topic of a number of recent analyst reports. TD Cowen boosted their price target on shares of Arista Networks from $210.00 to $250.00 and gave the company a “buy” rating in a report on Wednesday, August 5th. Zacks Research raised shares of Arista Networks from a “hold” rating to a “strong-buy” rating in a research note on Monday, August 10th. Piper Sandler reissued an “overweight” rating and set a $240.00 target price (up from $181.00) on shares of Arista Networks in a research note on Wednesday, August 5th. Morgan Stanley restated an “overweight” rating and issued a $220.00 target price (up from $190.00) on shares of Arista Networks in a report on Wednesday, August 5th. Finally, Raymond James Financial raised Arista Networks from a “market perform” rating to an “outperform” rating and set a $164.00 target price for the company in a research report on Friday, May 15th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-two have given a Buy rating and one has given a Hold rating to the stock. According to MarketBeat, the stock presently has an average rating of “Buy” and an average target price of $226.05.

About Arista Networks

Arista Networks, Inc is a technology company that designs and sells cloud networking solutions for large-scale data centers and enterprise environments. The company is best known for its high-performance switching and routing platforms, which are used to build scalable, low-latency networks for cloud service providers, internet companies, financial services, telecommunications, and enterprise IT. Arista’s offerings emphasize programmability, automation and telemetry to support modern, software-driven network architectures.

Central to Arista’s product portfolio is its Extensible Operating System (EOS), a modular network operating system that provides consistent programmability, stateful control and advanced visibility across the company’s hardware platforms.